Q2 2026 13F · SEC CIK 1575151

Tiemann Investment Advisors, LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $276.1M
Reported positions: 207
Top holdings a year, 3 yrs: +14.0%
Assets under management: $341.1M

Tiemann Investment Advisors, LLC is a wealth manager that reported 207 positions worth $276.1M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Ishares Tr (AGG, 8.0%), Apple Inc (AAPL, 5.9%), Ishares Core Universal Usd Bond ETF (IUSB, 5.1%). A portfolio copying its top holdings returned 14.0% a year over the last 3 years, against 20.4% for the S&P 500.

Tiemann Investment Advisors, LLC holdings largest 50 of 207 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Tiemann Investment Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AGGIshares Tr	8.0%	8.2%	222,133	+5.3%	$22.0M
AAPLApple Inc	5.9%	5.9%	56,659	-4.3%	$16.4M
IUSBIshares Core Universal Usd Bond ETF	5.1%	5.5%	306,523	+1.6%	$14.1M
IEFAIshares Core Msci Eafe ETF	4.6%	4.7%	130,977	-0.4%	$12.6M
MSFTMicrosoft Corp	3.4%	3.8%	25,410	-2.2%	$9.5M
JPSTJ P Morgan Exchange Traded Fd	3.2%	3.4%	175,937	+2.1%	$8.9M
GSSTGoldman Sachs Access Ultra Shor	3.1%	3.2%	171,465	+5.8%	$8.7M
NVDANvidia Corporation Com	2.6%	2.6%	35,730	-7.3%	$7.1M
GOOGLAlphabet Inc	2.2%	2.1%	17,024	-6.7%	$6.1M
JPMJpmorgan Chase & Co	2.0%	2.0%	17,110	-1.6%	$5.6M
CWISpdr Index Shs Fds	1.6%	1.6%	107,193	-1.0%	$4.4M
BRK-BBerkshire Hathaway Inc Del	1.6%	1.7%	8,697	-4.0%	$4.4M
ORCLOracle Corp	1.6%	1.6%	29,547	+4.3%	$4.3M
AMZNAmazon Com Inc Com	1.3%	1.3%	15,183	-7.5%	$3.6M
GOOGAlphabet Inc	1.3%	1.3%	10,131	-8.8%	$3.6M
IJSIShares S&P Small Cap 600 Value	1.3%	1.2%	25,396	-0.8%	$3.5M
IJRIshares Core S&p Small Cap ETF	1.2%	1.1%	22,973	-1.1%	$3.4M
IJJiShares S&P Midcap 400 Value	1.0%	1.0%	18,904	-0.5%	$2.8M
IJHIshares Tr	1.0%	0.9%	35,044	-0.7%	$2.7M
AMATApplied Matls Inc	1.0%	0.5%	3,705	-6.3%	$2.7M
IJTIshares Tr	1.0%	0.9%	14,973	-0.4%	$2.7M
JNJJohnson & Johnson	1.0%	1.1%	10,451	-8.9%	$2.7M
LLYLilly Eli & Co	0.9%	0.8%	2,149	-3.8%	$2.6M
GLDSpdr Gold Shares	0.9%	1.2%	6,812	-0.7%	$2.5M
CATCaterpillar Inc Com	0.9%	0.7%	2,356	-11.8%	$2.5M
ABBVAbbvie Inc	0.8%	0.8%	9,227	-3.5%	$2.3M
JPEMJ P Morgan Exchange Traded F	0.8%	0.9%	36,960	-0.6%	$2.3M
IJKIshares S&p Mid-Cap 400 Growth ETF	0.8%	0.8%	19,735	-0.5%	$2.3M
COSTCostco Whsl Corp New	0.8%	1.0%	2,420	-6.7%	$2.3M
AVGOBroadcom Inc	0.8%	0.8%	5,826	-7.3%	$2.2M
CSCOCisco Sys Inc	0.8%	0.6%	17,818	-5.2%	$2.1M
MDYState Street Spdr S&p Midcap 400 ETF Tru	0.7%	0.7%	2,902	-0.1%	$2.0M
EEMIshares	0.7%	0.7%	29,275	-2.5%	$2.0M
INTCIntel Corp	0.7%	—	14,280	—	$2.0M
IWBIshares Russell 1000 ETF	0.7%	0.7%	4,760	-1.0%	$1.9M
IVEIshares S&p 500 Value ETF	0.7%	0.7%	8,359	-1.5%	$1.9M
MUMicron Technology Inc	0.7%	—	1,570	—	$1.8M
IVVIshares Core S&p 500 ETF	0.6%	0.6%	2,358	-0.1%	$1.8M
ALLAllstate Corp	0.6%	0.6%	7,270	-0.3%	$1.7M
MCHPMicrochip Tech Inc	0.6%	—	17,468	—	$1.6M
IVWIshares	0.6%	0.5%	11,062	-6.0%	$1.5M
IEMGIshares	0.5%	0.5%	17,838	-0.3%	$1.5M
VVisa Inc Com Cl A	0.5%	0.5%	4,268	-7.1%	$1.5M
VTIVanguard Index Fds	0.5%	0.5%	3,899	-0.5%	$1.4M
BNDVanguard Total Bond Market ETF	0.5%	0.6%	19,534	+0.4%	$1.4M
GLWCorning Inc.	0.5%	—	5,575	—	$1.4M
COFCapital One Financial Corp	0.5%	0.5%	7,008	-1.5%	$1.4M
EWJIshares Inc	0.5%	0.5%	15,007	-1.3%	$1.4M
CRMSalesforce Inc Com	0.5%	0.7%	8,755	-8.0%	$1.4M
GSGoldman Sachs Group Inc	0.5%	0.5%	1,336	-10.9%	$1.4M

What Tiemann Investment Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

GSST Goldman Sachs Access Ultra Shor+5.8% shares
AGG Ishares Tr+5.3% shares

Reduced

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +8.9% /yr; S&P 500 +20.1%
3 years: +14.0% /yr; S&P 500 +20.4%
5 years: +7.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$276.1M	207
Q1 2026	$255.0M	204
Q4 2025	$257.5M	204
Q3 2025	$261.4M	206
Q2 2025	$244.1M	199
Q1 2025	$220.4M	192
Q4 2024	$224.9M	192
Q3 2024	$231.9M	197
Q2 2024	$224.7M	192
Q1 2024	$223.7M	197
Q4 2023	$206.0M	186
Q3 2023	$187.0M	183

Questions about Tiemann Investment Advisors, LLC's portfolio

What stocks does Tiemann Investment Advisors, LLC own?

Tiemann Investment Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 207 positions worth $276.1M. The largest are Ishares Tr (AGG) at 8.0%, Apple Inc (AAPL) at 5.9%, Ishares Core Universal Usd Bond ETF (IUSB) at 5.1%, Ishares Core Msci Eafe ETF (IEFA) at 4.6% and Microsoft Corp (MSFT) at 3.4%.

What did Tiemann Investment Advisors, LLC buy last quarter?

In Q2 2026, Tiemann Investment Advisors, LLC added Goldman Sachs Access Ultra Shor (GSST) (+5.8% shares) and Ishares Tr (AGG) (+5.3% shares), compared with its Q1 2026 filing.

What did Tiemann Investment Advisors, LLC sell last quarter?

In Q2 2026, Tiemann Investment Advisors, LLC cut from its top 50 Lowes Cos Inc (LOW), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Rtx Corporation Com (RTX), cut from its top 50 At&t Inc Com (T), Caterpillar Inc Com (CAT) (-11.8% shares), Goldman Sachs Group Inc (GS) (-10.9% shares) and Johnson & Johnson (JNJ) (-8.9% shares), compared with its Q1 2026 filing.

How has Tiemann Investment Advisors, LLC's portfolio performed?

A portfolio copying Tiemann Investment Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +8.9% against +20.1%. Over 5 years: +7.8% a year against +11.6%.

When is Tiemann Investment Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Tiemann Investment Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Tiemann Investment Advisors, LLC manage?

Tiemann Investment Advisors, LLC reported $341.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $276.1M.